Compare · 3 funds side by side · dividends reinvested

IUSB, EVPF and DGRO

IUSBiShares×EVPFEaton Vance×DGROiShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,835DGRO · best of the three

02 / 04

IUSB, EVPF and DGRO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core Universal USD Bond ETFBonds & Cash · Core aggregate0.06%4.34%+0.1%+0.8%+5.6%+0.3%−4.3%3.9%$50.4B1.5

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.87%+16.6%+20.3%+20.7%+11.0%−6.5%10.2%$44.7B1.6

Eaton Vance Preferred Securities and Income ETFIncome · Dividend stocks0.20%3.76%[…][…][…][…][…][…]$58M2.5

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: IUSB 2014 · EVPF 2026 · DGRO 2014

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core Universal USD Bond ETF · $50.4B$10,138

IUSB

EVPF

Eaton Vance Preferred Securities and Income ETF · $58M[…]

$10,000 five years ago, dividends reinvested

IUSBMeasureEVPF

+0.1%Year to dateJan 1 → Nov 6[…]

+0.8%1 yearTotal return[…]

+5.6%3 years · per year$10,000 became $11,774 · […][…]

+0.3%5 years · per year$10,000 became $10,138 · […][…]

0.06%Expense ratio$6 · $20 a year on $10k · lower is better0.20%

4.34%Trailing 12-mo yield$434 · $376 a year on $10k3.76%

−4.3%Worst dropSmaller is better[…]

3.9%VolatilityLower is calmer[…]

IUSBEVPF Winner of the row, in its colourEach row: the bigger of the two fills its side

2–0IUSB wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IUSB vs EVPF: Top 5 Holdings

Today

IUSB

[…]in top 5

EVPF

in top 55.9%

IUSBStockEVPF

not top 5AHL1.5%

not top 5FITB-PM1.3%

not top 5KEY-PL1.3%

not top 5SYF-PB1.0%

not top 5ATH-PA0.9%

Held in common[…]

End-of-day Nov 6, 2026 · share of each fund

IUSB vs EVPF Returns, Every Period

iSharesIUSB

+0.8%

past year

EVPFEaton Vance

[…]

past year

Returns […]

IUSBEVPFFaded: behind in that period

0–0Level

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Bonds vs Income: IUSB vs EVPF

YTD

iSharesIUSB

+0.1%

EVPFEaton Vance

[…]

+0.1%Year to date[…]

−4.3%Worst drop · 1Y[…]

3.9%Volatility · 1Y[…]

4.3%Yield3.8%

$50.4BAssets$58.1M

1–0IUSB wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IUSB, EVPF, DGRO

Today

0.06%lowest, IUSB

FundExpense ratioFee$10k

IUSB0.06%$6

DGRO0.08%$8

EVPF0.20%$20

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: IUSB, EVPF, DGRO

4.34%highest, IUSB

FundTrailing yieldYield$10k

IUSB4.34%$434

EVPF3.76%$376

DGRO1.87%$187

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$428most kept, IUSB

IUSB$434 − $6 = $428

EVPF$376 − $20 = $356

DGRO$187 − $8 = $179

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: IUSB, EVPF, DGRO

Today

0.5%most shared, EVPF and DGRO

IUSBEVPFDGRO

IUSB—[…][…]

EVPF[…]—0.5%

DGRO[…]0.5%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+20.3%DGRO, at 10.2% volatility

IUSBWorst drop−4.3%3.9% vol

DGROWorst drop−6.5%10.2% vol

EVPFWorst drop[…][…]

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

IUSBDGRO

+0.1%Year to date+16.6%

4.3%Yield1.9%

+0.8%Past year+20.3%

0.06%Fee0.08%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026